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TRUE Private Wealth Advisors’s Banco Bradesco BBD Stock Holding History

TRUE Private Wealth Advisors’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-362
Closed -$2K – 679
2019
Q4 		$2K Buy
+362
New +$2.27K ﹤0.01% 736
2019
Q3 		– Sell
-362
Closed -$2K – 259
2019
Q2 		$2K Buy
+362
New +$2.47K ﹤0.01% 705

Other funds holding BBD

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TRUE Private Wealth Advisors's BBD Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Banco Bradesco (BBD) in Q1 2020, closing a stake of 362 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in BBD in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 199 funds tracked by Wall St. Rank hold BBD as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Banco Bradesco position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 362 Banco Bradesco shares in Q1 2020, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in Banco Bradesco in Q2 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Banco Bradesco position peaked at $2K in Q4 2019.
  • 199 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.